Dave Barton active positions
Companies | Position | Start | End |
---|---|---|---|
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Corporate Officer/Principal | 2020-12-31 | - |
Chief Executive Officer | 2007-12-31 | 2016-12-31 | |
Chairman | 1999-12-31 | 2007-12-31 | |
Compliance Officer | 2016-12-31 | 2020-12-31 | |
President | 2016-12-31 | 2020-12-31 | |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Director/Board Member | - | - |
Founder | 1984-12-31 | - |
Career history of Dave Barton
Former positions of Dave Barton
Companies | Position | Start | End |
---|---|---|---|
California State Bar Association | Corporate Officer/Principal | 1991-12-31 | 2014-05-14 |
Training of Dave Barton
University of the Pacific | Graduate Degree |
University of California, Irvine | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
California State Bar Association | |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
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